OC
JPIE icon

Oppenheimer & Co’s JPMorgan Income ETF JPIE Stock Holding History

Oppenheimer & Co’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Buy
32,441
+3,050
+10% +$140K 0.02% 762
2026
Q1 		$1.35M Buy
29,391
+61
+0.2% +$2.82K 0.02% 736
2025
Q4 		$1.36M Sell
29,330
-130
-0.4% -$6.02K 0.02% 664
2025
Q3 		$1.37M Sell
29,460
-112
-0.4% -$5.18K 0.02% 749
2025
Q2 		$1.37M Buy
29,572
+3,503
+13% +$160K 0.02% 716
2025
Q1 		$1.2M Buy
26,069
+7,775
+43% +$357K 0.02% 727
2024
Q4 		$835K Buy
18,294
+4,894
+37% +$224K 0.01% 869
2024
Q3 		$622K Buy
13,400
+8,400
+168% +$385K 0.01% 962
2024
Q2 		$227K Buy
+5,000
New +$226K ﹤0.01% 1297

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer & Co's JPIE Position: Q2 2026 in Review

Oppenheimer & Co increased its JPMorgan Income ETF (JPIE) stake by 10% in Q2 2026, buying an estimated $140K and bringing the position to 32,441 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #762.

Oppenheimer & Co first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Oppenheimer & Co held 32,441 shares of JPMorgan Income ETF worth $1.49M as of Q2 2026.
  • Oppenheimer & Co bought 3,050 JPMorgan Income ETF shares in Q2 2026, an estimated $140K.
  • JPMorgan Income ETF made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #762 holding.
  • Oppenheimer & Co first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.